Michael Carson, financial advisor Bloomington IN
93 score

Michael Carson

CRD Number: 5543715
Current Firm: Hurlow Wealth Management Group, Inc.

Michael Carson (CRD# 5543715) is an Investment Advisor Representative working at Hurlow Wealth Management Group, Inc. in Bloomington, IN and has over 7 years of experience in the finance industry. Michael Carson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hurlow Wealth Management Group, Inc. Bloomington, IN May 2016 - Current < 1
Wells Fargo Advisors Financial Network, Llc (11025) Bloomington, IN Jul 2013 - Apr 2016 2
Wells Fargo Advisors Financial Network, Llc (11025) Bloomington, IN Jun 2009 - Jul 2013 4
Indiana University Bloomington, IN Aug 2006 - Jul 2013 6
Indiana University Bloomington, IN Aug 2006 - May 2010 3
Pacific Road Corporate Finance Sydney, Mar 2009 - May 2009 < 1
Wachovia Securities Financial Network, Llc (11025) Bloomington, IN Jun 2008 - Jan 2009 < 1
Self-employed Indianapolis, IN Jun 2004 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Michael J. Carson
Phone Number: (812) 333-4726
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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